MBOXvsSCHDETF Comparison
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Freedom Day Dividend ETF (MBOX) and Schwab U.S. Dividend Equity ETF (SCHD) belong to the same industry segment: US High Dividend. In contrast, SCHD's top sector exposures are Consumer Non-Cyclicals, Healthcare and Energy. MBOX is more expensive with a Total Expense Ratio (TER) of 0.39%, versus 0.06% for SCHD. MBOX is up 23.92% year-to-date (YTD) with +$7M in YTD flows. SCHD performs better with 33.6% YTD performance, and +$25.22B in YTD flows. Run a side-by-side ETF comparison of MBOX and SCHD below, and assess how they stack up in performance, liquidity, risk, exposure, holdings, and more, helping you select the best ETF for your investments.
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MBOX vs SCHD performance and flow charts
Performance
Cumulative Flows
Historic performance and flows
Data as of 10/30/2026
| 1M | 3M | YTD | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|---|---|
| Perf. | MBOX SCHD | +6.95%+9.97% | +3.26%+8.02% | +23.92%+33.60% | +25.79%+38.77% | +80.31%+76.93% | +81.53%+65.21% |
| Flows | MBOX SCHD | +$379K+$2.39B | +$3M+$9.77B | +$7M+$25.22B | +$6M+$25.85B | +$25M+$41.48B | +$68M+$63.24B |
Volatility and drawdown
| 3M | 1Y | 3Y | 5Y | ||
|---|---|---|---|---|---|
| Volatility | MBOX SCHD | +9.48%+11.30% | +10.34%+11.55% | +13.22%+13.20% | +14.57%+14.44% |
| Max drawdown | MBOX SCHD | -6.94%-6.85% | -6.94%-6.85% | -16.05%-16.07% | -16.36%-16.85% |
| Max drawdown duration | MBOX SCHD | 78d58d | 78d58d | 284d402d | 467d714d |
Trading data
MBOX | SCHD | |
Last sale 11/2/2026 at 2:32 PM | $42.78 | $35.94 |
| Previous close 10/30/2026 | $42.69 | $35.78 |
| Consolidated volume 10/30/2026 | ||
| Average volume 30 days | ||
| Average discount or premium 30 days | ||
| Average Bid/Ask spread 30 days |
Replication quality
Data as of October 30, 2026
1-year trailing difference
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MBOX
is actively managed and doesn’t replicate an indexMBOX | SCHD | |
|---|---|---|
| Tracking error | ||
| Tracking difference | ||
| 1 year cumulative return difference | ||
| Best | ||
| Worst | ||
| Daily return difference | ||
| Average | ||
| Worst | ||
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Main metrics
Last update 11/2/2026 at 2:32 PM
Live
Closed
MBOX | SCHD | |
|---|---|---|
| Last price | $42.78 | $35.94 |
| 1D performance | +0.21% | +0.45% |
| AuM | $155.75 M | $121.09 B |
| E/R | 0.39% | 0.06% |
Characteristics
MBOX | SCHD | |
|---|---|---|
| Management strategy | Active | Passive |
| Provider | Freedom Day Solutions | Schwab ETFs |
| Benchmark | - | Dow Jones U.S. Dividend 100 Index |
| N° of holdings | - | 98 |
| Asset class | - | Equities |
| Trailing 12m distribution yield | Join | Join |
| Inception date | May 5, 2021 | October 20, 2011 |
| ESG | No | No |
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Exposure
Countries
MBOX
Data will be available soon
SCHD
USA
95.53%
Other
4.47%
Sectors
MBOX
Data will be available soon
SCHD
Consumer Non-Cycl.
20.13%
Healthcare
18.96%
Energy
14.2%
Technology
12.87%
Finance
9.6%
Other
24.24%
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Diversification
MBOX
Data will be available soon
SCHD
Total weight of top 15 holdings out of 15
59.23%
Top 15 holdings
Data as of January 1, 1970
MBOX
Data will be available soon
SCHD
QUALCOMM, Inc.
4.81%
Texas Instruments Incorporated
4.46%
The Coca-Cola Co.
4.20%
Procter & Gamble Co.
4.15%
Merck & Co., Inc.
4.11%
Chevron Corp.
4.08%
Verizon Communications, Inc.
3.97%
ConocoPhillips
3.96%
UnitedHealth Group, Inc.
3.95%
The Home Depot, Inc.
3.86%
Amgen, Inc.
3.86%
Abbott Laboratories
3.85%
PepsiCo, Inc.
3.84%
Bristol Myers Squibb Co.
3.20%
Altria Group, Inc.
2.93%
Frequently asked questions about MBOX and SCHD
How have the MBOX and SCHD ETFs performed in 2026?
As of October 30, 2026, MBOX is up 23.92% year-to-date (YTD), while SCHD has returned 33.6%. That puts SCHD better performer ahead so far this year.
Which ETF is attracting more investor money: MBOX or SCHD?
Year-to-date, the MBOX ETF saw +$7M in flows, compared to +$25.22B for SCHD.
Which ETF is more volatile: MBOX or SCHD?
Over the past year, MBOX had a volatility of 10.34%, while SCHD experienced 11.55%.
Which ETF is bigger: MBOX or SCHD?
As of October 30, 2026, MBOX holds $155.75 M in assets under management (AUM), while SCHD manages $121.09 B.
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